Financials
26 results found
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Split payments by amount
Would like to be able to change the invoice split payment by exact amount, not just percentage
39 votes -
Invoices Reflecting Overpayment
Invoice amount is for $200-, customer over pays say $225- it just marks the invoice paid, it shows the credit down below in the invoice payment section. We'd like the invoice to show a negative number until we enter a credit memo to reflect us reimbursing the customer or accepting the over payment for transparency sake.
20 votes -
Automation to convert financials once certain status is reached
The option to have financials automatically converted to an invoice via automation once contract signed or different status is reached,
4 votes -
Markup Slider on Invoices
Have the markup slider on invoices.
2 votes -
Voided Invoices zero out the total.
The ability to void an invoice and have the total reduce to zero from that action.
4 votes -
Warn About Unsaved Changes when editing invoices
Several times now I have backspaced while creating an invoice and lost all the items I had entered because it went back to the previous page. It would be nice if there was a warning asking if you want to leave the page with unsaved items.
16 votes
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